Richard Barkley (CRD# 6817585) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Boerne, TX and has over 6 years of experience in the finance industry.
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
CRD# 822926
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Prime Capital Investment Advisors, LLC | Overland Park, KS | Nov 2018 - Current | 5 |
Private Client Services | Boerne, TX | Nov 2018 - Nov 2019 | 1 |
Securian Financial Services Inc. | St. Paul, MN | May 2018 - Nov 2018 | < 1 |
Minnesota Life Insurance Co | St. Paul, MN | May 2018 - Nov 2018 | < 1 |
Symmetry Financial Solutions | San Antonio, TX | May 2018 - Nov 2018 | < 1 |
Champion Group | San Antonio, TX | Jun 2017 - Apr 2018 | < 1 |
Ironwood Midstream | San Antonio, TX | Jan 2015 - Aug 2017 | 2 |
Focused Fitness / Athletic Republic | Boerne, TX | Jan 2012 - Jan 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
S63 | Uniform Securities State Law Examination | Aug 2017 |
- TX
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Total Assets Under Management24,363MILLIONS
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Total Number of Accounts30,635ACCOUNTS
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Average Account Value$795,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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